Custom Fields

Custom Fields for your practice

Capture additional information, outside the scope of our normal data fields.

Features Include

Pricing tool

Custom fields will allow you to build a completely bespoke pricing tool for your practice. Adding additional fields will allow you to gather data in terms of turnover, frequencies, transactions etc.

Add Fields

You can add to any of the fields when ever you need to. Another type of trade? no problem, just add, then re-sort using the A-Z button.

Export data

Adding new fields will allow your firm to analyse data below every type of trade, feedback, marketing source etc.

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